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24 October 2025
Ebitda Dreams Cont’d
AlphaValue resuscitated its 20-year Ebitda margin chart (ex Banks and Deep Cyclicals) and continu...
17 October 2025
Telecoms Without A 'K'
Drop Deutsche Telekom, that quintessential member of the US telecom oligopoly, and the 20 telcos ...
10 October 2025
AI Capex, An Accident Waiting To Happen But Not Just Yet
While Gafam players essentially fund the AI craze through their abundant cash flows, the ecosystem...
03 October 2025
ICE + H-1B Economics Will Test European Companies Too
Here is an arbitrary list of European issuers which must be scratching their heads about what to do ...
19 September 2025
V8 + PHEV = Auto’ Oxygen (For Now)
Do we feel an urge to test the sector again?
12 September 2025
European Holdcos Also Benefit From The 'Risk On' Mood
While average numbers are not always useful, it is worth mentioning that out of the 20 HoldCos und...
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